NewSong Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$100,405,993
Total clients
142
28% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
71
Average account size
$707,084
About
NewSong provides investment management and ongoing financial planning to individuals (including high-net-worth clients), trusts, pension plans, charitable organizations, and business entities, delivering portfolio management, retirement-plan consulting, and access to a digital financial-planning portal. Its advice covers a broad set of asset classes, including equities, mutual funds, ETFs, fixed income, limited cryptocurrency exposure (bitcoin and ethereum), and, where appropriate, options and other derivative instruments.
The firm generally manages client portfolios on a discretionary basis and customizes strategies to each client’s investment objectives, risk tolerance, and any stated restrictions, memorializing terms in written agreements and conducting periodic reviews. Risk management is integrated into the process, and NewSong’s playbook can include long- and short-term positions, trading, option-writing, and the use of margin or borrowing as appropriate for client accounts.
Compared with many peers, NewSong combines traditional AUM-based portfolio management with an ongoing, subscription-style financial planning arrangement rather than one-off advice, and it explicitly permits the use of borrowing/margin and derivatives in client accounts — practices that are less common among supported firms. The firm also emphasizes electronic custody and client access through its custodian’s platform and documents its discretion and reporting procedures in its advisory agreements.
Client services
Expertise
Fee options
Annual flat fee for pension plans (minimum $1,500); Financial planning one-time fee $2,500
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.75% $10,000,000 - $20,000,000: 0.50% $20,000,000 - $30,000,000: 0.40% $30,000,000 - $50,000,000: 0.30% $50,000,000+: 0.25%
Minimum fee: Minimum annual flat fee of $1,500 for pension plans when charged as a flat fee Fee-only: Financial planning fees: $2,500 one-time fee plus $125 per month ongoing
Main office location
NewSong Capital Management, Inc.
10 Bellegrass Blvd
Hattiesburg MS 39402, United States
Number of offices
3
Most active in
Alabama · California · Louisiana · Mississippi · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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